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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

91 hedge funds and large institutions have $259M invested in Fidelity MSCI Financials Index ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+24
Holders Change %
+35.82%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
28
Increased
41
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$11.5M
2
Jane Street
2
Jane Street
New York
$6.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
ASN
4
Advisory Services Network
Georgia
$4.99M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.8M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$6.71M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$16.8M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$11.3M
4
ST
4
Spinnaker Trust
Maine
$6.03M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M 1,031,503 +163,303 +19%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.8M 592,464 +108,082 +22%
EMA
3
Efficient Market Advisors
California
$20M 569,918 +27,667 +5%
BFA
4
Beaumont Financial Advisors
Massachusetts
$16.8M 477,456 -105,521 -18%
GWM
5
Geneos Wealth Management
Colorado
$11.5M 327,343 +325,771 +20,723%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$11.3M 322,527 -79,858 -20%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$10M 288,556 +2,032 +0.7%
Wells Fargo
8
Wells Fargo
California
$8.33M 236,973 +55,974 +31%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$6.71M 190,797 -148,074 -44%
Jane Street
10
Jane Street
New York
$6.31M 179,536 +168,709 +1,558%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.25M 177,657 -10,359 -6%
ST
12
Spinnaker Trust
Maine
$6.03M 171,458 -13,116 -7%
BRCM
13
Bright Rock Capital Management
Massachusetts
$5.49M 156,300 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.43M 154,365 +80,568 +109%
DCM
15
DeGreen Capital Management
Arizona
$5.3M 150,871 +5,279 +4%
ASN
16
Advisory Services Network
Georgia
$4.99M 141,811 +141,811 New
Morgan Stanley
17
Morgan Stanley
New York
$4.89M 139,016 +7,719 +6%
RW
18
Rand Wealth
Maryland
$4.61M 131,101 +30,605 +30%
VC
19
Vicus Capital
Pennsylvania
$4.19M 119,302 +13,139 +12%
Ameriprise
20
Ameriprise
Minnesota
$4.06M 115,653 +9,055 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.76M 106,132 +73,541 +226%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.63M 103,243 -7,088 -6%
Northern Trust
23
Northern Trust
Illinois
$3.47M 98,654 +98,654 New
LPL Financial
24
LPL Financial
California
$3.19M 91,285 +35,033 +62%
Mariner
25
Mariner
Kansas
$2.81M 80,036 +1,375 +2%
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